Motokari dzemagetsi dzakangwara dziri kukura nenzira isingadzoreki. Seyo musimboti sosi yemagetsi emotokari dzemagetsi, imwe mushure meimwe inopinzwawo mukati pasi pemaitiro akadaro. 2020 igore apo motokari dzemagetsi dzichashandurwa kubva kumitemo-inotyairwa kuenda kumusika-inotyairwa, uye indasitiri yemagetsi bhatiri iri zvakare mukugadzirisa.

Kudiwa kwemabhatiri emagetsi kunotarisirwa kuwedzera ne30% muna 2021

Zvinoenderana nedata kubva kuChina Automotive Power Battery Industry Innovation Alliance, muna 2020, China yakawedzera simba bhatiri remero ichasvika 63.6GWh, gore negore kuwedzera kwe2.3%. Pakati pavo, CATL yaive yekutanga kuisirwa, ine chikamu chemusika chinosvika makumi mashanu muzana, ichiverengera hafu yenyika. BYD (50) iri pachinzvimbo chechipiri nechikamu chemusika che01211%. Tichitarisa kubva kudhata reiyo yakaiswa simba muna 14.9, kuvandudzwa kweindasitiri yebhatiri remagetsi kunoratidza mukana wekusimudzira kwakasimba. Ruzivo rwese remagetsi bhatiri indasitiri cheni yapera, mutengo unowedzera, uye kuwedzera simba. Pakazosvika 2020, nhamba yemagetsi ekuisa bhatiri icharamba ichiwedzera, saka kudiwa kuchachinja sei muna 2020? Iyo indasitiri inofanotaura pamwe chete kuti huwandu hwemagetsi ekuisa bhatiri muna 2021 huchawedzera ne2021% gore-pagore. Fang Jianhua, shamwari uye purezidhendi weNational Science and Technology Achievement Transformation Fund New Energy Vehicle Venture Capital Sub-fund, anotenda kuti kutengeswa kwemotokari nyowani yeChina muna 30 kunotarisirwa kunge kuri mamirioni 2021, uye kuiswa kwemabhatiri emagetsi kuchawedzera. zvinopfuura 1.8% gore negore.

Zvinofungidzirwa kuti kukura kwese kuri kudiwa kwelithium muna 2021 kuchabva kumusika webhatiri remagetsi, uye ingangoita zvikamu zvitatu kubva muzvina zvekukura zvichabva kumusika wemotokari yemagetsi. Kana huwandu hwekuchaja hweakasiyana mota dzemagetsi huchiverengerwa zvinoenderana nechikamu che2020, kudiwa kwelithium mumotokari dzemagetsi kunotarisirwa kusvika 92.2GWh muna 2021, uye chikamu chayo muhuwandu hwekuda chinokwira kubva pa50.1% muna 2020 kusvika 55.7%. Zeng Yuqun, sachigaro weNingde Times, anotenda kuti kubva muna 2021, iyo yepasi rose lithium bhatiri musika inodiwa ichawedzera zvakanyanya, asi iko zvino kugona kweiyo indasitiri cheni kuri kunonoka uye kunoshanda kwekupa hakuna kukwana. Nekukura kuri kuwedzera kwesimba rekuda kwebhatiri, kuwanda kwehuwandu hwese kugovera cheni kuchasangana nematambudziko. Pasi pekufanotaura kwekuda kwakadaro, makambani makuru ebhatiri emagetsi ari kuwedzerawo kugadzirwa kwekugadzira. Pamusoro pezvo, makambani ebhatiri emagetsi anowedzera uye makambani emotokari anoona kukosha kwekugadzika kwekupihwa kwezvinhu zvinokwira kumusoro uye kuita marongero akasiyana.

yekucheka-kumucheto simba bhatiri tekinoroji zvigadzirwa zvinomhanyisa kumhara

Panyaya yetekinoroji, 2021 richave rimwe gore rakabudirira. Kubva BYD yakatanga mabhatiri eblade muna 2020, lithium iron phosphate mabhatiri anga achipisa. Panyaya yekuchengeteka, mutengo, kuita, nezvimwewo, lithium iron phosphate mabhatiri akunda kufarirwa kwemabhizinesi. Dhata inoratidza kuti mabhatiri e lithium iron phosphate akakura zvakanyanya mumunda wemota dzemagetsi dzinotakura vanhu, kubva pa2.59GWh muna 2019 kusvika 7.38GWh muna 2020. , zvakanyanya nekuda kwekudzikira kwemabhazi emagetsi akachena uye mota dzemagetsi dzakakosha mumisika miviri mikuru yelithium iron phosphate, inodzikisira musika wemotokari dzinotakura vanhu. kuwedzera. Kubva 1.08, mamodhi anotengesa kupisa akadai seTesla Model 2019, BYD Han, uye Wuling Hongguang MiniEV ane lithium iron phosphate mabhatiri, achiwedzera kuwedzera kuvimba kwemusika mu lithium iron phosphate mabhatiri. Muna 2020, iyo yakasimwa mabhatiri e-lithium iron phosphate mabhatiri mumusika wakachena wemotokari yevatakuri ichasvika 3GWh, uye huwandu hwakaiswa huchawedzerawo kusvika 2021%.

Fang Zhouzi anotenda kuti mamwe matsva emagetsi ebhatiri tekinoroji achaonekwa muna 2021. Mabhatiri emagetsi ekutanga akabayira mamwe maitiro ekuita achitsvaga simba density. Nhasi, matekinoroji matsva mumunda wemabhatiri emagetsi acharamba achibuda uye kumhara. Gu Niu akazivisa muna Ndira 8 kuti nekuda kwe “high-capacity silicon anode zvinhu uye advanced pre-lithium tekinoroji”, 210Wh/kg lithium iron phosphate mabhatiri akawana simba rakawanda kudaro. Musi wa9 Ndira, NIO yakaburitsa 150kWh solid-state bhatiri paki ine simba rimwechete density ye360Wh/kg, uye yakazivisa kuti ichaiswa mumotokari muchikamu chechina cha2022, zvichiratidza kuti kushambadzira kweiyo solid-state bhatiri tekinoroji. kuwedzera kukurumidza.

Musi wa13 Ndira, tangi yemotokari yakaburitsa mota yayo yekutanga, yakatakura tekinoroji yebhatiri yekucheka yakabatanidzwa pamwe neCATL, uye kekutanga yakazivisa kugamuchirwa kwe “doped lithium silicon yekuzadza tekinoroji, single-cell bhatiri simba density 300 wh. /kg”. Musi waNdira 18, Guangzhou Automobile Group yakaratidza kuti mamodheru ane silicon anode mabhatiri apinda munhanho yekuyedza mota sezvakarongwa uye ichavhurwa gore rino. Fang Jianhua akataura kuti muna 2021, kuchave nekumwe kusuma tekinoroji uye kunyangwe kubudirira muminda yemagetsi bhatiri zvinhu, yakakwira nickel anodes, silicon carbon anode zvinhu, mitsva inosanganiswa fluid yekuunganidza zvinhu uye conductive zvinhu. Aya matekinoroji achaita basa rakakosha mukuvandudza kushanda kwemabhatiri emagetsi.

Tarisiro yakasimba yemusika yakakurudzirawo makambani ebhatiri emagetsi kuti akurumidze kuwedzera kwavo, kunyanya makambani anotungamira ebhatiri emagetsi anoramba achikwikwidza kuwedzera chikamu chavo chemusika mune ramangwana. Musi wa2 Kukadzi, Ningde Times yakazivisa hurongwa hwekuvaka mabhesi matatu ekugadzira muZhaoqing, Guangdong, Yibin, Sichuan, uye Ningde, Fujian. Inotarisirwa kuwedzera huwandu hwekugadzira hwe79GWh, nemari yakazara inosvika mabhiriyoni makumi maviri nemapfumbamwe eyuan. Musi waZvita 29, 31, Ningde Times ichangobva kuzivisa chirongwa chekuwedzera 2020 bhiriyoni yuan. Musi waKukadzi 39, Yiwei Lithium Energy yakazivisawo kuti Sun’s Yiwei Power Hong Kong inoronga kuisa mari inosvika US$3 miriyoni kumisa Yiwei Power muHuizhou kuwedzera huwandu hwekugadzirwa kwemabhatiri emagetsi. 128 rakarongerwa kuve gore rekuwedzera huwandu hwemakambani makuru emagetsi ebhatiri. Sekureva kwezvinyorwa, chirongwa cheNingde Times Cheri Bay chiri kufambira mberi zvakarongeka, uye yekutanga neyechipiri zvirimwa zvinotarisirwa kushandiswa muna Gumiguru gore rino. China Aviation Building Lithium A2021 purojekiti iri kuwedzerawo kuisirwa kwemidziyo uye kutumira, uye ichaunza kugadzirwa zviri pamutemo. Kubva munaNovember 6, Huchi Energy yakazivisa kuvakwa kwefekitori ye2020GWh muEurope, ine mari inosvika mabhiriyoni gumi nemashanu emadhora.

Nekudaro, kune kupenga kuwedzera kune rimwe divi, uye mubvunzo wekushandisa simba kune rimwe divi. Tora nguva yeNingde semuenzaniso. Zvinoenderana neshumo repagore rekambani, huwandu hwekushandisa huwandu muna 2019 hwaive 89.17%. Muhafu yekutanga ya2020, huwandu hwekushandisa huwandu hwaingova 52.50%. Naizvozvo, muzvinabhizimusi Wang Min akati zvichibva pakutonga kwakanaka kwemusika, makambani makuru emabhatiri ari kukurumidza kuwedzera kugadzirwa, asi nyaya yekushandiswa kwebhatiri remagetsi inodawo kutarisirwa. Kana huwandu hwekushandisa huwandu hwemabhizinesi anotungamira husina kukwana, mamiriro emabhizinesi madiki uye epakati nepakati anozonyanya kukomba. Kurongeka kwemabhatiri emagetsi kwakawandisa uye chiyero chekushandisa hachina kukwana. Kupihwa kwemabhatiri emagetsi kwakaomarara uye kune kuwandisa. Pakati pavo, pane kushayikwa kwepamusoro-yepamusoro uye yepamusoro-soro yekugadzira, uye simba rekugadzira zvigadzirwa zvakaderera hazvina kukwana. Padivi rekupa, zvigadzirwa zvepamusoro zvinoda simba rakawanda rebhatiri. Naizvozvo, iyi itsananguro yakanaka. Makambani ebhatiri emusoro ari kumhanyisa kuwedzera kwavo kuitira kuti awedzere kupihwa kwepamusoro-yekupedzisira kugadzirwa kwesimba.

Muna 2021, indasitiri yebhatiri yemagetsi haizodzike. Musi wa11 Ndira, Qianjiang Automobile yakazivisa kuti bhatiri rayo reQianjiang Lithium rakanga ranyorera kuenda online nekuda kwekusabhadhara mari, uye imwe kambani yebhatiri remagetsi yakabviswa. Izvi zvisati zvaitika, makambani mazhinji akadai seWatma neHubei Shumba akanyorera kuenda online nekuda kwekusabhadhara. Kune indasitiri yebhatiri remagetsi, 2021 icharamba iri gore rakanaka, asi haina kubatsira kumakambani ese. Kubva munhoroondo data, kune 73 makambani anozotsigira kugadzirwa kwesero muna 2020; 79 makambani muna 2019 uye 110 makambani muna 2018. Hapana mubvunzo kuti panosvika 2021, musika wekutengesa mabhatiri emagetsi uchiri kuvandudza, uye indasitiri yekuvandudza ichaenderera mberi.